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On July 27, The Information reported, citing informed sources, that a company supported by Chinese state capital has begun mass production of its self-developed DUV (Deep Ultraviolet) lithography manufacturing equipment. This marks a significant advancement in China's semiconductor industry's push for domestic substitution. The company plans to produce about five DUV lithography machines by 2026 and expand to approximately 20 machines by 2027. Although there is still a gap compared to the production capacity of Dutch lithography giant ASML (which delivered 131 immersion DUV lithography systems last year), the breakthrough in mass production of domestic DUV equipment signifies further progress towards a self-controlled chip manufacturing supply chain in China. Sources indicate that this batch of domestic DUV lithography machines is planned for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker Changxin Memory. As a representative enterprise of China's DRAM industry, Changxin Memory is expected to become an important application partner for domestically produced advanced semiconductor manufacturing equipment. If the domestic DUV equipment can achieve stable operation in the production lines of companies like Changxin Memory, it will further reduce the dependence of China's memory chip industry on overseas critical equipment.

[China's Indigenous DUV Lithography Machines Begin Mass Production, Changxin Memory May Be Among First Customers]On July 27, The Information reported, citing informed sources, that a company supported by Chinese state capital has begun mass production of its self-developed DUV (Deep Ultraviolet) lithography manufacturing equipment. This marks a significant advancement in China's semiconductor industry's push for domestic substitution. The company plans to produce about five DUV lithography machines by 2026 and expand to approximately 20 machines by 2027. Although there is still a gap compared to the production capacity of Dutch lithography giant ASML (which delivered 131 immersion DUV lithography systems last year), the breakthrough in mass production of domestic DUV equipment signifies further progress towards a self-controlled chip manufacturing supply chain in China. Sources indicate that this batch of domestic DUV lithography machines is planned for delivery to major Chinese chip manufacturers, including SMIC, Hua Hong Semiconductor, and memory chip maker Changxin Memory. As a representative enterprise of China's DRAM industry, Changxin Memory is expected to become an important application partner for domestically produced advanced semiconductor manufacturing equipment. If the domestic DUV equipment can achieve stable operation in the production lines of companies like Changxin Memory, it will further reduce the dependence of China's memory chip industry on overseas critical equipment.

China's Indigenous DUV Lithography Machines Begin Mass Production, Changxin Memory May Be Among First Customers

On July 27, according to market data from BIT (bit.com), SpaceX (SPCX.O) stock has reached a new low since its IPO, currently down approximately 4%, priced at $110.3.

[SpaceX Stock Hits New Low Since IPO, Down Approximately 4%]On July 27, according to market data from BIT (bit.com), SpaceX (SPCX.O) stock has reached a new low since its IPO, currently down approximately 4%, priced at $110.3.

SpaceX Stock Hits New Low Since IPO, Down Approximately 4%

On July 27, SK Hynix's stock price on the US market fell by 6%, closing at $145.44 per share, with a total market capitalization of $1.06 trillion, marking a new low since its listing.

[SK Hynix Stock Price Drops 6% on US Market]On July 27, SK Hynix's stock price on the US market fell by 6%, closing at $145.44 per share, with a total market capitalization of $1.06 trillion, marking a new low since its listing.

SK Hynix Stock Price Drops 6% on US Market

On July 27, Micron Technology (MU.O) saw its stock price drop over 4%, closing at $88.10 per share, with a total market value of $994 billion.

[Micron Technology's Market Value Falls Below $1 Trillion]On July 27, Micron Technology (MU.O) saw its stock price drop over 4%, closing at $88.10 per share, with a total market value of $994 billion.

Micron Technology's Market Value Falls Below $1 Trillion

On July 27, traders at Citigroup are betting that the Federal Reserve will keep interest rates unchanged this week. According to Akshay Singal, the bank's head of global short-term interest rate trading, if the Fed maintains stable rates, their positions will be profitable. Singal stated, 'We still expect rates to remain unchanged.' He added that Fed Chair Waller has made it clear that he wants the market to focus on data, which indicates that the Fed currently does not need to raise rates.

[Citi Maintains Bet on Fed Keeping Rates Steady This Week]On July 27, traders at Citigroup are betting that the Federal Reserve will keep interest rates unchanged this week. According to Akshay Singal, the bank's head of global short-term interest rate trading, if the Fed maintains stable rates, their positions will be profitable. Singal stated, 'We still expect rates to remain unchanged.' He added that Fed Chair Waller has made it clear that he wants the market to focus on data, which indicates that the Fed currently does not need to raise rates.

Citi Maintains Bet on Fed Keeping Rates Steady This Week

On July 27, Lido, the largest liquid staking protocol on Ethereum, announced the launch of its largest protocol upgrade since the V2 upgrade in 2023. This upgrade will integrate over 8 million staked ETH (approximately $16.5 billion) and migrate to a new validator architecture following the Ethereum Pectra upgrade. This migration is expected to reduce the number of validators on the Ethereum network by about one third, thereby lowering the load on the consensus layer. Lido stated that after the upgrade is completed, the number of attestation messages per epoch across the entire Ethereum network is expected to decrease by approximately 29%, improving network operational efficiency. The upgrade will transition professional node operators to the Curated Module v2 (CMv2) architecture. Unlike the previous model that primarily relied on operator reputation and historical performance, CMv2 requires Lido-selected node operators to lock ETH as collateral, providing an economic guarantee for node operational performance. Lido reported that all 34 selected node operators are expected to complete the migration, with no operators exiting due to the new collateral requirements. Isidoros Passadis, head of Lido staking, stated that this upgrade will streamline the collection of validators supporting Lido's core staking business while enhancing security through capital constraints. Lido anticipates that this migration will result in an annual staking yield decrease of approximately 0.28%. Validators will continue to earn rewards before exiting the migration, with potential yield loss only occurring during the brief period before balances are transferred to the new validators.

[Lido Launches Largest Upgrade: Integrating Over 8 Million ETH Staked, Validator Count Expected to Decrease by One Third]On July 27, Lido, the largest liquid staking protocol on Ethereum, announced the launch of its largest protocol upgrade since the V2 upgrade in 2023. This upgrade will integrate over 8 million staked ETH (approximately $16.5 billion) and migrate to a new validator architecture following the Ethereum Pectra upgrade. This migration is expected to reduce the number of validators on the Ethereum network by about one third, thereby lowering the load on the consensus layer. Lido stated that after the upgrade is completed, the number of attestation messages per epoch across the entire Ethereum network is expected to decrease by approximately 29%, improving network operational efficiency. The upgrade will transition professional node operators to the Curated Module v2 (CMv2) architecture. Unlike the previous model that primarily relied on operator reputation and historical performance, CMv2 requires Lido-selected node operators to lock ETH as collateral, providing an economic guarantee for node operational performance. Lido reported that all 34 selected node operators are expected to complete the migration, with no operators exiting due to the new collateral requirements. Isidoros Passadis, head of Lido staking, stated that this upgrade will streamline the collection of validators supporting Lido's core staking business while enhancing security through capital constraints. Lido anticipates that this migration will result in an annual staking yield decrease of approximately 0.28%. Validators will continue to earn rewards before exiting the migration, with potential yield loss only occurring during the brief period before balances are transferred to the new validators.

Lido Launches Largest Upgrade: Integrating Over 8 Million ETH Staked, Validator Count Expected to Decrease by One Third

HTX data monitoring shows that TRX has fallen below 0.33 USDT, currently reported at 0.3299 USDT, with a 24H decline of 0.69%.

【TRX falls below 0.33 USDT】HTX data monitoring shows that TRX has fallen below 0.33 USDT, currently reported at 0.3299 USDT, with a 24H decline of 0.69%.

TRX falls below 0.33 USDT

On July 27, Yili Hua, founder of Liquid Capital (formerly LD Capital), stated that the resistance level for BTC remains around $67,500, and only a strong breakout can initiate a sustained rebound. Regardless, he maintains his previous viewpoint of gradually bottom fishing in July and August while waiting for a new bull market cycle. Analyzing the market within a range and assessing bottom prices in a bottoming phase are not particularly meaningful. In our research report on AI US stocks, we analyzed the computing power company AGPU, which announced a new contract worth $1.5 billion last night, bringing its total contracts to over $3 billion, with expectations of completing $10 billion in total contracts this year. The key point is that AGPU's financing method is not through ATM equity, ensuring investor interests. These contracts will soon reflect in the upcoming financial reports.

[Yili Hua: BTC Resistance at $67,500, Continue Bottom Fishing in July-August]On July 27, Yili Hua, founder of Liquid Capital (formerly LD Capital), stated that the resistance level for BTC remains around $67,500, and only a strong breakout can initiate a sustained rebound. Regardless, he maintains his previous viewpoint of gradually bottom fishing in July and August while waiting for a new bull market cycle. Analyzing the market within a range and assessing bottom prices in a bottoming phase are not particularly meaningful. In our research report on AI US stocks, we analyzed the computing power company AGPU, which announced a new contract worth $1.5 billion last night, bringing its total contracts to over $3 billion, with expectations of completing $10 billion in total contracts this year. The key point is that AGPU's financing method is not through ATM equity, ensuring investor interests. These contracts will soon reflect in the upcoming financial reports.

Yili Hua: BTC Resistance at $67,500, Continue Bottom Fishing in July-August

On July 27, Lido initiated its largest upgrade since V2 in 2023, migrating over 8 million stETH (approximately $16.5 billion) to a new validator architecture following Ethereum's Pectra. The total number of validators is expected to decrease by about one third, with witness messages per epoch on the network expected to reduce by approximately 29%, aiming to lower the load on the consensus layer without directly affecting gas fees and transaction speeds. This upgrade will transition the existing 34 professional node operators to Curated Module v2 and will require them to stake ETH as collateral for the first time, taking on economic responsibility for node performance and security with their own funds. Lido anticipates that this migration will slightly compress the overall annualized staking yield of the protocol by about 0.28%.

[Lido Launches $16.5 Billion ETH Staking Migration, Plans to Reduce Validators by One Third]On July 27, Lido initiated its largest upgrade since V2 in 2023, migrating over 8 million stETH (approximately $16.5 billion) to a new validator architecture following Ethereum's Pectra. The total number of validators is expected to decrease by about one third, with witness messages per epoch on the network expected to reduce by approximately 29%, aiming to lower the load on the consensus layer without directly affecting gas fees and transaction speeds. This upgrade will transition the existing 34 professional node operators to Curated Module v2 and will require them to stake ETH as collateral for the first time, taking on economic responsibility for node performance and security with their own funds. Lido anticipates that this migration will slightly compress the overall annualized staking yield of the protocol by about 0.28%.

Lido Launches $16.5 Billion ETH Staking Migration, Plans to Reduce Validators by One Third

The cryptocurrency space seems to have lost its luster and the excitement it once brought, billionaire Mark Cuban said at Vox Media's annual Code 2022 conference on Sept. 6. There's definitely a place for cryptocurrencies. What's missing is new applications. Just like in the early days of the internet, we sailed with it. It's all pretty boring, isn't it? Because we didn't see anything new. And what was really needed was the emergence of the mobile internet to really drive it forward. And we don't have that opportunity with cryptocurrencies right now, so it's a bit boring. deFi and NFT might generate some small interest from people.

Detail

【Billionaire Mark Cuban: Cryptocurrencies definitely have a place, what's missing are new apps】The cryptocurrency space seems to have lost its luster and the excitement it once brought, billionaire Mark Cuban said at Vox Media's annual Code 2022 conference on Sept. 6. There's definitely a place for cryptocurrencies. What's missing is new applications. Just like in the early days of the internet, we sailed with it. It's all pretty boring, isn't it? Because we didn't see anything new. And what was really needed was the emergence of the mobile internet to really drive it forward. And we don't have that opportunity with cryptocurrencies right now, so it's a bit boring. deFi and NFT might generate some small interest from people.

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Billionaire Mark Cuban: Cryptocurrencies definitely have a place, what's missing are new apps

Disclaimer：The content above does not represent HTX's positions.，HTX does not provide any trading recommendations.。

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